Veylan
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Finance & Commercial Control

Check pricing and inventory before approval

Check a proposed plan against approved pricing rules and available inventory before your team makes a commitment.

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A commercial exception brief. Plan-line checks. Exception brief. Decision record.
Starts with
A proposed plan ready for commercial review
What you bring
Proposed plan: Products, quantities, rates, and timing. Inventory evidence: Available inventory and relevant schedule or order data. Approved rules: Pricing floors, margin guidance, and review responsibilities.
Who uses it
Sales lead + commercial or inventory owner
The workflow

From plan lines to a commercial decision.

Commercial exceptions are easier to resolve before a proposal is approved. Bring plan lines, inventory, and pricing guidance together so reviewers can see the risks and make an informed decision.

  1. 01
    Your team

    Select the plan for review

    Provide the proposed plan and the pricing rules that apply to it.

    Starts with: a proposed plan and approved standards.

  2. 02
    AI assistance

    Bring the commercial evidence together

    Collect plan lines, available inventory, and relevant order or schedule records. Flag any missing pricing floor.

    Produces: a source-backed plan review.

  3. 03
    AI assistance

    Check the proposed commitments

    Compare the lines with the supplied rate, margin, and availability rules. Surface exceptions without inventing missing standards.

    Produces: checks and exceptions by plan line.

  4. 04
    Human decision

    Decide how to handle exceptions

    The authorized commercial owner reviews exceptions and approves, revises, or holds the plan.

    People decide: commercial exceptions and commitments.

  5. 05
    Your team

    Keep the decision with the plan

    Save the reviewed plan and exception decisions for the next proposal or order step.

    Produces: a reviewed commercial record.

Your reviewer can request more evidence or revisions before the work moves forward.

Example pricing and inventory checks document (sample: proposed campaign plan): Rate check — Compare proposed price with approved terms (Review); Inventory check — Availability needs owner confirmation (Open); Exception — Discount exceeds the supplied approval rule (Flagged). The authorized owner accepts changes, adds conditions or holds.
What comes out

A commercial exception brief

Plan-line checks
A clear view of the checks applied.
Exception brief
Issues and missing standards that need a decision.
Decision record
The accepted changes, conditions, or hold decision.

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Explore workflow

Make it work for your team.

Bring your process and a sample result. We’ll map the sources, steps, and review points around the way your team works.

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